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Financial Planning Firms in Santa Barbara

Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC

Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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136 W Canon Perdido St, Ste 230, Santa Barbara, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Heghine Kirakosyan will take the time to understand you and your goals, as well as those... Read More about Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC

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Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC

Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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136 W Canon Perdido St, Ste 230, Santa Barbara, CA

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Andrew Miller will take the time to understand you and your goals, as well as those... Read More about Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC

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James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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136 W Canon Perdido St, Ste 230, Santa Barbara, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, James Spach will take the time to understand you and your goals, as well as those... Read More about James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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136 W Canon Perdido St, Ste 230, Santa Barbara, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Charissa Spach will take the time to understand you and your goals, as well as those... Read More about Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Spach & Associates - Ameriprise Financial Services, LLC

Spach & Associates - Ameriprise Financial Services, LLC Verified by Yext

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136 W Canon Perdido St, Ste 230, Santa Barbara, CA

More info available at FINRA's BrokerCheck website

At Spach & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Santa Barbara, CA area... Read More about Spach & Associates - Ameriprise Financial Services, LLC

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Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC

Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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319 E Carrillo St, Ste 107, Santa Barbara, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Judy Pirkowitsch will take the time to understand you and your goals, as well as those... Read More about Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC

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Fidelity Investments

Fidelity Investments Verified by Yext

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3793 State Street, Santa Barbara, CA

Visit Your Local Investor Center Today!

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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Mercer Advisors - Santa Barbara

Mercer Advisors - Santa Barbara Verified by Yext

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222 East Carrillo Street, Suite 400, Santa Barbara, CA

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Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedomâ„¢. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is... Read More about Mercer Advisors - Santa Barbara

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